About Kuuni Partners
About Kuuni Partners
Kuuni Partners is a Georgia-based tax, accounting, and financial advisory firm that helps individuals, business owners, and growth-focused operators make better decisions with stronger planning, cleaner financial systems, and practical year-round support.
We provide tax preparation, tax planning, financial planning, bookkeeping, payroll, IRS representation, and advisory support for clients in Lawrenceville, Gwinnett County, Metro Atlanta, and nationwide.
Who we serve
We work best with clients who want a real advisor relationship — not a once-a-year filing transaction.
Business owners
Operators running profitable companies who need year-round strategy, not just a return.
Founders
Early-stage and scaling founders making entity, equity, and cash decisions.
Consultants & coaches
Solo and small-team practices optimizing S-corp structure and retirement strategy.
Healthcare professionals
Physicians, dentists, and practice owners managing high income and complex returns.
Real estate investors
Active and passive investors planning around depreciation, cost seg, and 1031s.
High-income individuals
W-2 earners and equity holders who need proactive multi-year tax planning.
What we help with
Six connected service lines, one senior team — so nothing falls between tax, books, and planning.
Tax preparation
Federal and state returns for individuals, S-corps, partnerships, C-corps, and trusts.
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Tax planning & advisory
Year-round proactive planning to reduce your effective tax rate.
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Financial planning
Tax-aware retirement, investment, and wealth planning.
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Bookkeeping & payroll
Monthly close, clean books, payroll, and 1099/W-2 issuance.
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IRS representation
Enrolled Agent representation for notices, audits, liens, and back taxes.
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Fractional CFO
Forecasting, KPIs, board reporting, and financing readiness for growing companies.
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What makes Kuuni Partners different
Proactive guidance, not just filing
We plan before the year ends, not after — so the return reflects decisions you already made on purpose.
Advice tied to real financial decisions
Entity changes, hiring, retirement contributions, real estate purchases — we model the trade-offs in plain numbers.
Taxes, operations, and planning connected
One team sees your books, your return, and your goals. Nothing falls between providers.
Georgia roots, nationwide capability
Lawrenceville-based with strong Metro Atlanta presence. Equipped to serve clients in all 50 states remotely.
Year-round thinking
You don't disappear from our radar after April. Quarterly check-ins keep planning current.
Flat-fee engagements
Scoped pricing means the meter is never running when you call or email.
Leadership & expertise
Senior, credentialed advisors who own the relationship end to end. No junior preparers signing your return.
Founding Partner
Enrolled Agent · Tax Strategist
Focus: S-corp strategy, real estate, IRS resolution
20+ years advising business owners on entity structure, multi-year tax planning, and IRS resolution. Clients work with the founding partner because the advice is direct, modeled in numbers, and tied to decisions they can actually make this quarter.
Senior Advisor
CPA · Fractional CFO
Focus: Forecasting, cash flow, financing
Former corporate finance leader who now embeds in growing businesses to lead forecasting, cash flow, and financing decisions. Specializes in $1M–$25M operators preparing for hiring, capital raises, or transitions.
Client Operations Lead
Bookkeeping & Payroll
Focus: Monthly close, payroll, systems
Oversees the monthly close team and payroll operations. Certified across QuickBooks Online, Xero, and Gusto. Builds the clean, reliable books that make tax planning and CFO work possible.
Credentials & approach
Every engagement is led by a credentialed senior advisor and supported by a small, accountable team. Clients have direct access — not a rotating contact list.
- IRS Enrolled Agents (EA). Federally licensed to represent taxpayers before the IRS.
- Certified Public Accountants (CPA). State-licensed accounting and audit professionals.
- Secure client portal & e-signature. Encrypted document exchange and identity-verified signing.
- Remote-client onboarding. Fully remote intake for clients outside Georgia, in any state.
Memberships
- • National Association of Enrolled Agents (NAEA)
- • American Institute of CPAs (AICPA)
- • Georgia Society of CPAs
- • QuickBooks Online ProAdvisor
- • Xero Certified Advisor
- • Gusto Payroll Partner
Our engagement standard
- • Flat-fee scoping so the meter is never running.
- • Written engagement letter before any work begins.
- • Quarterly check-ins for planning clients.
- • Clear response-time commitments for every tier.
Georgia-based, nationwide reach
Lawrenceville office. Equipped for clients in all 50 states.
Our home base is 279 W Crogan St in downtown Lawrenceville, GA — with deep relationships across Gwinnett County and Metro Atlanta. If you want to meet in person, we can. If you'd rather run the entire engagement remotely, that's how most of our out-of-state clients work with us.
We're licensed and equipped to support individuals and businesses in every U.S. state — including multi-state filings, remote-work tax situations, and clients who relocate during the year.
Ready to talk to an advisor?
A 30-minute consultation with a senior advisor. No prep needed, no obligation.